Ebert Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$110,738,959
Clients
178
Advisors
1
of 3 employees
About
Ebert Capital Management provides fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporate clients, and other advisory firms. The firm manages portfolios on a discretionary basis and also offers retirement-plan consulting and participant education for 401(k) and profit-sharing plans.
The firm follows a growth-oriented equity approach that emphasizes holding high-quality, highly profitable companies for the long term and uses a mix of individual stocks and ETFs; it offers both proprietary equity strategies and ETF-only diversified models to balance growth and volatility. Portfolio construction relies on client risk-tolerance questionnaires and in-depth interviews, with accounts monitored continuously and trading often executed on an omnibus basis.
Structured as a single-owner, solo-practice adviser managing approximately $116 million in assets, Ebert Capital’s size and solo governance distinguish it from many peers. It recently transitioned from state to SEC registration and supplements advisory services with tax preparation and planning, while also working with other investment advisers and retirement-plan sponsors—capabilities that are less common among similar small firms.
Client services
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50% Savings accounts with CDs or fixed income (such as treasury bonds)+: 0.10%
$200 per hour for financial planning if no investment management services are provided; fees are negotiable.
Account minimum: $250,000 Fee-only: Fee-only advisory firm; no commissions charged.
Main office
530 F Street
Eureka CA 95501
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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